Big Data is Watching You
As trading markets grow more complex, the SEC increasingly relies on analytics to spot suspicious activity. Here’s what financial professionals need to know about the process.
What fighter pilots know that could help your practice
The military’s four-part “OODA Loop”—observe, orient, decide, act—can help you keep a clear head and make fast, accurate calls, regardless of what happens with the market.
Seven Tips on Developing a Social Media Strategy
The best financial advisors use social media to stay in contact with clients, increase their reach, and win new business. Here’s how.
PR Like the Pros—Five DIY Tips for Financial Professionals
Public relations doesn’t have to be painful or expensive. Learn do-it-yourself strategies to help grow your client list.
Helping Clients Understand the K-1 Tax Form
Some clients may be new to certain tax forms. By helping to demystify the process, you can strengthen their relationship with your practice.
Three Ways for Financial Professionals to Beef Up Their Cybersecurity
If you don’t protect your clients’ sensitive financial information from hackers and other online threats, nothing else you do for them matters.
Get Big Feedback With Little Surveys
The right strategy can help you gain valuable client experience insights.
Map Your Way to a Better Client Experience
A client experience map is the first step toward creating raving fans of your practice.
Five Ways to Talk About Fees With Your Clients
The conversation isn’t always easy, but getting it right can help you build stronger client relationships.